Associate Banker I (20 Hours Weekly) Westhampton Beach

TD Bank•Westhampton Beach, NY

5d•Onsite

About The Position

The Associate Banker I brings TD’s relationship-driven banking experience to life and serves as a trusted guide for clients. The role delivers accurate, confident, and clear everyday banking while helping clients feel informed, supported, and empowered to pursue their financial goals, in accordance with risk and regulatory standards. As the financial center’s hospitality ambassador and first point of contact, the Associate Banker manages client flow, handles inquiries, performs banking transactions, identifies client needs, and connects clients with appropriate partners. The role educates clients about banking products, services, and digital options, provides personalized and compliant service, and escalates non-standard issues. It also supports the team by completing required training, following policies and procedures, and contributing to a positive and collaborative work environment.

Requirements

High school diploma or GED.
At least 1 year of demonstrated experience working with clients; experience may include volunteering, education, or military experience.
Ability to work during operating hours, including evenings, weekends, and holidays, as scheduled.
Ability to complete required job-related training upon hire.
Strong organization skills and ability to handle multiple tasks in a fast-paced environment.
Excellent communication skills, with the ability to be concise, clear, and consistent.
Demonstrated problem-solving skills and sound judgment in decision-making.
Ability to schedule and prioritize work, work independently, and meet deadlines.
Proficiency in Microsoft Office.

Nice To Haves

Teller or cash-handling experience in a client-facing role or financial institution.
Notary license.

Responsibilities

Serve as the first point of contact and hospitality ambassador for clients, managing in-person and phone traffic and directing clients to appropriate partners.
Deliver accurate and efficient everyday banking transactions and multi-step activities within established financial limits.
Identify client needs and opportunities, educate clients about appropriate banking products, services, and self-service and digital solutions, and make referrals to specialists as needed.
Create personalized, relationship-driven client interactions that build trust and support clients’ financial goals.
Resolve routine client inquiries and problems using established procedures, and escalate non-standard issues, discrepancies, material changes, and risk indicators appropriately.
Follow company guidelines, AML laws, regulatory requirements, identification verification, authentication, documentation, and data-integrity standards.
Protect clients, colleagues, and the Bank by exercising sound judgment and adhering to TD’s code of conduct and ethical standards.
Complete required training and strengthen risk and compliance knowledge.
Contribute to a positive team environment, collaborate with team members, and share insights, lessons learned, and best practices.
Participate in performance and development activities and embrace different perspectives.